Member Directory

Home   »   ClearPlan Financial, Inc. - Member Directory

ClearPlan Financial, Inc.

Contact: Jonathan Petrie CFP
Work 6470 New Taylor Rd. -1 Orchard Park NY 14127 Work Phone: 716 312-7424 Website: http://www.clearplanfinancial.com

Biography

certified financial planner professional CFP retirement planning health insurance life insurance tax preparation income and estate tax insurance planning wealth management

Notes

Courtesy evaluation of 45 minutes to review financial topics.

Roadmap Satellite Connections Business Directory | Leaflet Connections Business Directory | Leaflet

6470 New Taylor Rd. Orchard Park NY 14127

Clicking this link will open a new tab on your browser and take you to the EverythingOP.com community calendar.

EverythingOP works closely with the Orchard Park Chamber of Commerce but is not operated or maintained by the Chamber.